Install: Advance Request Offering

Advance Request Offering Installation and Setup

This document walks through installation and setup of the various new features contained the portal's request offering. For an overview of the features and usage in the Portal, please click here.

IMPORTANT NOTE:  Installing the Cireson Portal will not automatically install the Advance Request Offering management pack. This is intended to be an additional step as installing the Advance Request Offering management pack will update ALL of your Incident and Service Request Last Modified dates for each work item in the ServiceManager CMDB. On large data sets this can and will result in performance issues while Service Manager processes the changes across the affected work items. This is a core Service Manager function (limitation) and therefore nothing we can do to alleviate or remedy these effects.  Please test the impacts of this management pack prior to deploying into your production environment to ensure your production system can process the changes without impacting the usability of your production system until they have completed.

Locating and Importing the Management Pack

After installing the portal, you can locate the Advance Request Offering mpb in the ManagementPacks directory within the Cireson install directory and import from the console. eg C:\Inetpub\CiresonPortal\ManagementPacks (if you kept the default settings).

How to create an Advance Request Offering

The import of the Advance Request Offering management pack adds the following tasks to the right pane of the console. In order to add Advance Request Offering to your Portal Service Catalog, you must first create them in the console, using the Create Advance Request Offering task.

Or edit an existing Request Offering using the Edit Advance Request Offering task.

NOTE: Editing a Request Offering using the default Request Offering edit form will remove the Advance Request Offering configuration.

How to configure pages and conditions

• Create user prompts and configure your prompts as you normally would,
• Using the Layout tab you can group user prompts into pages.
• Configure the 'show condition' for each user prompt.

By default all of prompts  show condition are configured to; Show Always.

Clicking the Show Always button will open the show condition editor for that prompt.

From here, you can configure the condition that determines when to show a prompt. 

To set a show condition, Select either Show When True or Show When False, this will give you the option to create a condition based on a value/answer of another user prompt.

The condition settings are comprised of a  Question, Operator and Answer control.

The Question Control is a drop-down containing the other user prompts that are part of the current Request Offering.

User Prompt Types and Available Operators

The Operator control options, depend on the prompt type of the selected Question Control. Below we will discuss each supported prompt type and Operator values.

• Prompt type = Text

  If you choose a Question that has a prompt type ofText, the operators will be Equal, Not Equal, Contains and Matches Reqex. Then the Answer control will be a textbox field, where you can set the desired value:
  
  

  

• The "Matches Regex" operator refers to javascript's regular expressions. This means that the regular expression pattern to be entered must conform to javascript's syntax.
• An example expression would be: /W*(test)W*/i  This regex pattern would match upper or lower or with words before or after the work "test".
• Here is a reference site to a more detailed description on how js regex expression are built: http://www.w3schools.com/jsref/jsref_obj_regexp.asp
• Moreover, you may use this reference site to check the validity of your regular expression pattern: https://regex101.com/ 
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Prompt type = Date

• If you choose a Question that has a prompt type ofDate, the operators will be Equal, Not Equal, Less Than, Less than Or Equal, Greater Than, Greater Than Or Equal and Between:
  
  

  

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• Selecting Between operator will show 2 date fields:
  

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• Relative Date:

• Checking the Relative Date checkbox will remove the Between operator from the list and will change the Answer control to a relative time selector:
  

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• From the time selector dropdown, when you choose; Days Ago, Months Ago, Years Ago, Days From now, Month From Now or Years From Now you will enable a number spinner where you can set the corresponding number of days, months or years.
  
  

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Prompt type = Integer or Decimal

• If you choose a question that the prompt type is Integer or Decimal, the operators will be Equal, Not Equal, Less Than, Less than Or Equal, Greater Than, Greater Than Or Equal and Between. The answer field will become 2 number spinner. By default, the second number spinner is disable because it will only used for the between operator.
  
  

  

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• Now if you choose the between operator, it will going to enable the second number spinner as shown from the image below.
  

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Prompt type = Enum

If you choose a question that the prompt type is Enum, the operators will be Equal and Not Equal and answer field will become enum picker where it corresponds to what enum you mapped this enum question from the Configure Prompt tab.

Prompt type = Simple List

If you choose a question that the prompt type is Simple List, the operators will be Equal and Not Equal, the answer field will become combo box where it corresponds to what you configured from the Configure Prompt tab.

Prompt type = Boolean

• If you choose a question that the prompt type is Boolean, the operators will be Equal and Not Equal, the answer field will become combo box with only True or False selection.
  

  

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Prompt type = Query Result

• If you choose a question that the prompt type is Query Result, the operators will be Equal and Contains. The answer field will become a grid view where you can Add or Remove an items.
  
  

  

  
  

• Clicking Add button will going to open a form where you can search, add or remove items you want. This will corresponds to what you have configured from the Configure Prompts Tab.
  

  

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Multiple Mappings

• Here you can mapped multiple prompts to a single properties. By selecting the class, all of the string properties will going show up and checking specific property will going to let you do mapping of multiple prompts to a single property.   
• Important Note:  Any enumerations must also be mapped within the Map Prompts tab.
  

  

  
  

  As show from this image above, I selected the "Default Service Request – (Service Request)" class and I selected and checked the Description property. I am now able to add prompts that are available from the Select Prompts combo box. From the text box, you can type anything you want and insert the prompt from where you want this to be inserted by pointing the cursor and clicking Add Prompt button.

  

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• As you can see I added Prompt Text after 'Title:' and bool prompt after 'Bool:'